Tag: RACI

  • Top 3 Communications Best Practices for Software Implementations

    Top 3 Communications Best Practices for Software Implementations

    Synchrono blog

    In a recent business article out of the UK, the author cites trends such as collaboration and connectivity as hallmarks of the “factory of the future.” I would take that one step further, and add “communication” to that list—especially during implementation.

    Smart implementation leaders make sure they are listening to the insights of everyone who will be impacted by their new systems and following solid communication practices throughout the life of the project—and beyond. Here’s what you need to know about the three biggest opportunities great communication practices deliver to your project.

    #1 Always be Buying (In)

    A continuous goal of all communications is gaining buy-in from all project team members and stakeholders.  I make it a personal goal to have all attendees, no matter what their role, walk away from meetings –or after reading emails –more in-tune with the overall project objective.  Often we create increased sharing and discussion opportunities, so that communications can continue to be a two-way street.

    There is a moment during every implementation where l watch the lines of communication open. I can see a new determination among everyone involved to follow through on our goals. Our communication practices had delivered that elusive element—buy-in—and as a result, each person becomes a project champion.  Implementations like these sometimes herald the beginning of a culture change that helps the enterprise continuously improve by listening to and learning from each other.

    #2 Living Documents Spur the Crucial Conversations

    Setting up a communications plan and documenting results from the communications plan activities can help you ensure that you are in lockstep regarding action items, decisions, and project strategy.  Documentation begins with a project repository – an accessible space where content and multiple versions of documents can be viewed, edited, and shared.  In my last blog, we discussed how a good, solid RACI can help with workflow and accountability during the project.  The RACI can stand as some of your first meeting notes and as a core project document to establish both project activities and communication expectations.   A project repository “lives” in tools like SharePoint, Atlassian Confluence, or in other similar platforms.

    Security and Sign Off

    Documentation access and security should be a primary focus before and during a project.  I recommend enacting specific security clearance for known project team members before the project begins to save time.  You can always continue to manage access and permissions throughout the project lifecycle as both the team size and number of files may grow.  The goal is to make sure your documentation is protected throughout the project, while having a transition plan for making the information viewable by a broader audience after deployment.  The repository should be kept somewhere so that even many years after the project ends, the space is still accessible. You don’t want to rely on critical project information residing on an individual’s work station (what if it crashes!?!) so select a place that has staying power within the organization.  It could be the only way you can conduct a corporate project audit, find original training materials or design documentation.

    Push or Pull?

    With all of the project content created, it’s important to decipher what makes good “push” versus “pull” information.  Many project repository items will be best with a “pull” method, where users know where and how to go pull the information as needed.  In other cases, such as project status updates, you will want to enact a “push” system where you distribute information to people so that it’s in front of them.  The more you can schedule this regularly, the better.  Often, this information supplies management with what they need to know for broader project statuses, such as reporting beyond their specific business or IT division.  Information is pushed to them ready-to-use – don’t rely on people clicking links to be able to see and absorb it.  You want it front and center!

    #3 Understand (and explain) that Communication Delivers a Measureable ROI

    People sometimes think that good communications is a “nice to have” add-on rather than a crucial element of the project plan. The folks at the Project Management Institute (PMI) are the masters at communicating well and at compiling solid research to show the ROI of your communications project. Most of their content is out there on the Internet free for the taking. Like this white paper, which has quotes like the one below:

    “Among those organizations considered highly effective communicators, 80 percent of projects meet original goals, versus only 52 percent at their minimally effective counterparts, according to PMI’s Pulse of the Profession™ In-Depth Report: The Essential Role of Communications. Highly effective communicators are also more likely to deliver projects on time (71 percent versus 37 percent) and within budget (76 percent versus 48 percent).”

    Those are some pretty solid numbers for building your communications business case, aren’t they?

    Definitely let me know what you think about my top three—and if you have anything to add to help our readers make sure communication remains a crucial element in their project implementations. Until next time, then, keep communicating!

    -Sarah Huhner

    Sarah Huhner

    Sarah takes a customer-focused and results-driven approach to project management and demand-driven manufacturing systems implementation. With hundreds of projects under her belt, Sarah is fearless when it comes to challenging the status quo and delving into the details to ensure an optimal user experience. As such, her posts reflect tips and best practice advice for managing people and processes through projects – and getting the most out of your systems.

  • Rockin’ Relationships: Documents Drive the Details

    Rockin’ Relationships: Documents Drive the Details

    In the second part of our three part series on successful implementation strategies, we discuss one of the most important project setup strategies – the RACI.

    Part Two- The RACI

    RACIAs I’ve mentioned before, implementation projects end up being mostly about the people involved. Project success hinges upon how effective the project team is in harnessing their own particular talents and in placing the right eyes over the right set of project deliverables to ensure quality down the line.

    Last time, we talked about how to build a solid logistical framework for implementation. Next time, we’ll discuss effective communications protocol. Today, we’ll discuss the way to get the right people doing the right things using a RACI.

    Don’t Race Through Your RACI

    As you may know, a RACI is a responsibility assignment matrix that defines who is responsible for all aspects of the project. (RACI stands for Responsible, Accountable, Consult, and Inform). Based on an organizational matrix from the contractor and customer companies, it tells you which people do what to deliver all aspects of a project.  So what do these four types of “project people” look like?

    1. Responsible individuals are the people that will actually perform the work to complete a particular task or deliverable. These individuals coordinate all other team members who will have input or involvement on the task. This can include coordinating draft reviews, meetings, and sign-off to drive a task to completion.  They are also responsible for communicating and reporting on the task progress.  A good “R” assignee doesn’t necessarily have all of the information required to do the task up front.  However, they should be on a logical team for the task, as well as in a project role that’s a good fit for knowing the task scope and how it’s going to get it completed.  Note that a project manager is not a common “R” assignment within a RACI.  The only exception is for project tasks that are strictly project management in nature.  A great example of this is the RACI itself!
    2. Accountable individuals have a role in signing off on a particular task and considering it complete to the highest quality. To be the “A” for a task means that person is signing off on the “R” person’s work.  All content and language must be sound and clear, which is also what the “A” must enforce. If referring back to any designs that turn out to be incorrect or late deliverables, the Accountable person is the team member on the hook for explaining what happened. Having Accountable team members involved throughout a deliverable’s development is key to effective project work items.  Final sign-off should not be the first time an “A” is reading content, but rather an affirmation of the already reviewed material.  A proper Accountable assignment is one that has enough knowledge of the deliverable and project scope to know if something meets content quality expectations.  If an individual is at too high of a management level, they may not have enough information to know if it’s been done to the proper standard.
    3. Consulted – These individuals may be considered the Subject Matter Expert (SME) for a particular task or knowledge area. They are engaged by the Responsible team member to provide input and review deliverables for accuracy.  A Consulted person’s expertise should absolutely be included before a task can be considered complete.  It is important to identify the individuals specifically and communicate timelines and time estimates of when they will be needed.  This makes sure they are available when required in order to avoid any project plan delays.  For example, an architecture guru might need weeks to promise you attendance at a crucial meeting—make sure they’re on board from the very start.
    4. Inform – These individuals will be provided status updates on a particular task or deliverable. They also may be just a user of the end product when the task is complete.  An Informed individual does not typically provide feedback back to the Responsible team member – consider this role more of a “carbon copy” or “FYI” role that is copied on particular updates throughout the process.

    The act of creating a RACI demystifies project responsibilities which will help a project be a well-oiled machine down the road.  It allows people to manage their own time and workload within a project timeline since they know when and for what they are needed.  I have found that the activity of doing a RACI is just as helpful as the resulting artifact.  Make sure you have the crucial conversations about true responsibility and accountability to clear up potential confusion later in the project.

    I’d love to hear about your experiences with planning RACIs. And I can’t wait to talk about good communications with you in my next post. But until then, keep your RACIs –and project relationships—rockin’.

    – Sarah Huhner

    6.0-Sarah                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            Sarah takes a customer-focused and results-driven approach to project management and demand-driven manufacturing systems implementation. With hundreds of projects under her belt, Sarah is fearless when it comes to challenging the status quo and delving into the details to ensure an optimal user experience. As such, her posts reflect tips and best practice advice for managing people and processes through projects – and getting the most out of your systems.

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